See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,433 | $72,071-9.2% | $68,368-4.3% | $137,256-52.3% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 15.53% | 353.14%-337.6pp | 292.57%-277.0pp | 220.34%-204.8pp |
| Employer contribution / active EE | $1,316 | $2,788-52.8% | $2,649-50.3% | $4,156-68.3% |
| Participant deferral / active EE | $12,807 | $4,410+190.4% | $4,123+210.6% | $6,407+99.9% |
| Admin fee / account holder | $51 | $5,336-99.0% | $5,150-99.0% | $12,270-99.6% |